Axa
PLAN

Axa’s Anaplan, Inc. PLAN Stock Holding History

Axa’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,800
Closed -$258K – 1322
2021
Q1 		$258K Sell
4,800
-2,800
-37% -$189K ﹤0.01% 1157
2020
Q4 		$546K Buy
7,600
+200
+3% +$13K ﹤0.01% 1051
2020
Q3 		$463K Sell
7,400
-8,700
-54% -$448K ﹤0.01% 1045
2020
Q2 		$729K Hold
16,100
– – ﹤0.01% 1005
2020
Q1 		$487K Buy
16,100
+3,700
+30% +$185K ﹤0.01% 976
2019
Q4 		$650K Buy
+12,400
New +$615K ﹤0.01% 955

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Axa's PLAN Position: Q2 2021 in Review

Axa sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 4,800 shares — an estimated $258K sold.

Axa first reported a position in PLAN in Q4 2019 and held it in 6 quarters. The position peaked at $729K in Q2 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Axa reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Axa sold 4,800 Anaplan, Inc. shares in Q2 2021, an estimated $258K.
  • Axa first reported a position in Anaplan, Inc. in Q4 2019 and held it in 6 quarters.
  • Axa's Anaplan, Inc. position peaked at $729K in Q2 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Axa's 13F filing for Q2 2021, filed 13 Aug 2021.